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JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN
Plan identification number 001

JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES R. TOM, JR., CPA has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. TOM, JR., CPA
Employer identification number (EIN):202913454
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01STEPHEN FLY2014-10-09
0012012-01-01STEPHEN FLY2013-10-09
0012011-01-01STEPHEN FLY2013-01-14

Plan Statistics for JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN

401k plan membership statisitcs for JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN

Measure Date Value
2022: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-311,834,241
Acturial value of plan assets2022-12-311,834,241
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,128,905
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,128,905
Total participant count2022-12-313
Total funding target for all participants2022-12-311,128,905
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31678,573
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31678,573
Present value of excess contributions2022-12-3165,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3168,759
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3168,759
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31754,389
Total employer contributions2022-12-31216,196
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31198,071
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31181,085
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31181,085
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31181,085
Contributions allocatedtoward minimum required contributions for current year2022-12-31198,071
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-311,609,781
Acturial value of plan assets2021-12-311,609,781
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31931,208
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-31931,208
Total participant count2021-12-313
Total funding target for all participants2021-12-31931,208
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31567,138
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31567,138
Present value of excess contributions2021-12-3176,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3180,943
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3180,943
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-315,181
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31678,573
Total employer contributions2021-12-31210,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31191,840
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31126,641
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31126,641
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31126,641
Contributions allocatedtoward minimum required contributions for current year2021-12-31191,840
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,357,178
Acturial value of plan assets2020-12-311,357,178
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31760,714
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31765,493
Total participant count2020-12-313
Total funding target for all participants2020-12-31765,493
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31427,583
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31427,583
Present value of excess contributions2020-12-3199,396
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31104,793
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31104,793
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31567,138
Total employer contributions2020-12-31175,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31159,508
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31107,397
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3182,850
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3182,850
Contributions allocatedtoward minimum required contributions for current year2020-12-31159,508
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,080,058
Acturial value of plan assets2019-12-311,080,058
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31650,600
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31652,475
Total participant count2019-12-313
Total funding target for all participants2019-12-31652,475
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31279,721
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31279,721
Present value of excess contributions2019-12-31177,765
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31187,702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31187,702
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3137,015
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31427,583
Total employer contributions2019-12-31199,772
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31182,629
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3183,233
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3183,233
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3183,233
Contributions allocatedtoward minimum required contributions for current year2019-12-31182,629
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31831,715
Acturial value of plan assets2018-12-31831,715
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31550,267
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31551,994
Total participant count2018-12-313
Total funding target for all participants2018-12-31551,994
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31252,852
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31252,852
Present value of excess contributions2018-12-31103,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31109,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31109,001
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3192,044
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31279,721
Total employer contributions2018-12-31255,990
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31234,358
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3156,593
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3156,593
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3156,593
Contributions allocatedtoward minimum required contributions for current year2018-12-31234,358
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31641,031
Acturial value of plan assets2017-12-31641,031
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31460,321
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31461,735
Total participant count2017-12-313
Total funding target for all participants2017-12-31461,735
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31209,104
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31209,104
Present value of excess contributions2017-12-3198,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31104,715
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31104,715
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3159,963
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31252,852
Total employer contributions2017-12-31170,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31153,029
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3149,984
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3149,984
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3149,984
Contributions allocatedtoward minimum required contributions for current year2017-12-31153,029
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES R. TOM, JR., CPA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31493,611
Acturial value of plan assets2016-12-31493,611
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31257,442
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31321,802
Total participant count2016-12-312
Total funding target for all participants2016-12-31321,802
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31136,161
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31136,161
Present value of excess contributions2016-12-3186,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3191,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3191,694
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3117,199
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31209,104
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31135,952
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3137,136
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3137,136
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3137,136
Contributions allocatedtoward minimum required contributions for current year2016-12-31135,952
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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